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VC | E468 | Sebastian Pollok on Building Visionaries Tomorrow & Europe’s Deep Tech Renaissance

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Manage episode 482727870 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, Andreas Munk Holm talks with Sebastian Pollok to unpack the thesis behind Visionaries Tomorrow, a fund purpose-built to back industrial deep tech founders emerging from Europe’s labs and institutes.Sebastian explores why Europe's frontier innovation requires new LP-GP dynamics, portfolio construction models, and national ambition—and how family offices and sovereign industrial strategy can unlock a generational leap in European deep tech leadership.Here’s what’s covered:
  • 02:30 Why Industrial Deep Tech Needs Purpose-Built Capital
  • 06:45 Founders from Labs, Not MBAs: Rethinking Team Archetypes
  • 10:10 Case Study: Proxima Fusion & Max Planck’s World-Leading Design
  • 13:55 Balancing Moonshots and Pick-and-Shovel Businesses
  • 18:20 Family Offices & Mittelstand: Europe’s Strategic LP Base
  • 22:40 What It Means to Truly Love Your LPs
  • 26:30 The New Portfolio Construction for Deep Tech VC
  • 36:10 Why Capital Efficiency Still Matters in Deep Tech
  • 40:25 Strategic Sovereignty & the Role of the West in Frontier Tech
  continue reading

470 episodes

Artwork
iconShare
 
Manage episode 482727870 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, Andreas Munk Holm talks with Sebastian Pollok to unpack the thesis behind Visionaries Tomorrow, a fund purpose-built to back industrial deep tech founders emerging from Europe’s labs and institutes.Sebastian explores why Europe's frontier innovation requires new LP-GP dynamics, portfolio construction models, and national ambition—and how family offices and sovereign industrial strategy can unlock a generational leap in European deep tech leadership.Here’s what’s covered:
  • 02:30 Why Industrial Deep Tech Needs Purpose-Built Capital
  • 06:45 Founders from Labs, Not MBAs: Rethinking Team Archetypes
  • 10:10 Case Study: Proxima Fusion & Max Planck’s World-Leading Design
  • 13:55 Balancing Moonshots and Pick-and-Shovel Businesses
  • 18:20 Family Offices & Mittelstand: Europe’s Strategic LP Base
  • 22:40 What It Means to Truly Love Your LPs
  • 26:30 The New Portfolio Construction for Deep Tech VC
  • 36:10 Why Capital Efficiency Still Matters in Deep Tech
  • 40:25 Strategic Sovereignty & the Role of the West in Frontier Tech
  continue reading

470 episodes

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